Institutional Ownership Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 9.36 Million shares, which have been reported (via 13F filing form) to have a value of $610 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,284,769
shares
|
$149 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,312,630
shares
|
$85.6 Million
0.95% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
795,930
shares
|
$51.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
418,029
shares
|
$27.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
379,660
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
375,707
shares
|
$24.5 Million
7.2% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
349,282
shares
|
$22.8 Million
1.32% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
308,989
shares
|
$20.1 Million
0.04% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
239,231
shares
|
$15.6 Million
15.75% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
213,711
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
163,800
shares
|
$10.7 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,766
shares
|
$9.18 Million
0.26% of portfolio
|
Q3 2022
Reduced 36.78%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
103,115
shares
|
$6.72 Million
1.36% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
95,480
shares
|
$6.22 Million
0.66% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
93,538
shares
|
$6.1 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
93,333
shares
|
$6.08 Million
0.4% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,839
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
82,742
shares
|
$5.39 Million
0.65% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
81,281
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
80,270
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,940
shares
|
$5.21 Million
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
70,607
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2024
Added 27.53%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
69,394
shares
|
$4.52 Million
3.99% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
69,007
shares
|
$4.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
61,098
shares
|
$3.98 Million
0.58% of portfolio
|
Q3 2024
Added 0.96%
|